Triton Wealth Management, Pllc Portfolio Holdings

Triton Wealth Management, Pllc

  • $186 Million
  • Q4 2024

Triton Wealth Management, Pllc has filed its 13F form on March 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Knight Swift Transportation Holdings Inc. with a value of $41.4M, Schwab Strategic Tr Us Large C with a value of $35.8M, Invesco Qqq Trust, Series 1 with a value of $16.9M, Apple Inc. with a value of $9.53M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $9.35M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $175M to 186M.

Below you can find more details about Triton Wealth Management, Pllc portfolio as well as his latest detailed transactions.

Portfolio value $186 Million
ETFs: $88.7 Million
Industrials: $44.3 Million
Technology: $20.6 Million
Consumer Cyclical: $14 Million
Consumer Defensive: $6.5 Million
Communication Services: $3.61 Million
Financial Services: $2.79 Million
Energy: $2.78 Million
Other: $3.09 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.14B
$41.4 Million 22.22% of portfolio
780,933
Q2 2024 Added 11.48%
$3.41T
$9.53 Million 5.11% of portfolio
38,055
Q4 2024 Added 40.22%
$427B
$6.86 Million 3.68% of portfolio
51,074
Q4 2024 Added 4.63%
$2.34T
$6.69 Million 3.59% of portfolio
30,489
Q4 2024 Added 0.54%
$1.04T
$3.53 Million 1.89% of portfolio
8,745
Q4 2024 Reduced 1.2%
$419B
$3.17 Million 1.7% of portfolio
3,461
Q4 2024 Reduced 0.89%
$3.8T
$2.97 Million 1.59% of portfolio
7,052
Q4 2024 Added 4.24%
$260B
$2.48 Million 1.33% of portfolio
27,469
Q4 2024 Added 7.19%
$1.62T
$1.77 Million 0.95% of portfolio
3,007
Q4 2024 Added 13.09%
$1.16T
$1.25 Million 0.67% of portfolio
6,570
Q4 2024 Added 1.26%
$450B
$985,000 0.53% of portfolio
9,163
Q4 2024 Added 2.79%
$631B
$975,000 0.52% of portfolio
2,153
Q4 2024 Added 4.97%
$657B
$930,000 0.5% of portfolio
5,584
Q4 2024 Added 8.03%
$33.1B
$916,000 0.49% of portfolio
36,780
Q4 2024 Reduced 1.33%
$195B
$846,000 0.45% of portfolio
5,570
Q4 2024 Added 14.16%
$430B
$668,000 0.36% of portfolio
4,623
Q4 2024 Added 0.98%
$373B
$613,000 0.33% of portfolio
1,577
Q3 2024 Added 5.2%
$853B
$554,000 0.3% of portfolio
2,314
Q4 2024 Added 12.06%
$137B
$561,000 0.3% of portfolio
2,274
Q3 2024 Added 5.03%
$6.38B
$549,000 0.29% of portfolio
23,750
Q4 2024 Reduced 4.04%
$14.6B
$506,000 0.27% of portfolio
14,611
Q4 2024 Reduced 3.31%
$381B
$489,000 0.26% of portfolio
11,138
Q4 2024 Added 20.83%
$19B
$491,000 0.26% of portfolio
3,442
Q4 2024 Added 1.92%
$137B
$447,000 0.24% of portfolio
2,527
Q4 2024 Reduced 5.81%
$35.9B
$444,000 0.24% of portfolio
7,349
Q4 2024 Reduced 4.97%
$5.09B
$420,000 0.23% of portfolio
45,674
Q4 2024 Reduced 0.22%
$293B
$421,000 0.23% of portfolio
2,913
Q4 2024 Added 24.75%
$2.48B
$422,000 0.23% of portfolio
8,070
Q3 2024 Reduced 2.42%
$21.2B
$405,000 0.22% of portfolio
12,376
Q4 2024 Reduced 3.18%
$574B
$403,000 0.22% of portfolio
1,277
Q4 2024 Added 17.7%
$7.16B
$387,000 0.21% of portfolio
2,932
Q3 2024 Reduced 10.66%
$103B
$375,000 0.2% of portfolio
4,560
Q3 2024 Reduced 2.58%
$178B
$336,000 0.18% of portfolio
8,405
Q4 2024 Added 1.05%
$7.17B
$335,000 0.18% of portfolio
30,370
Q4 2024 Reduced 0.2%
$21.9B
$337,000 0.18% of portfolio
10,028
Q4 2024 Reduced 5.75%
$8.27B
$309,000 0.17% of portfolio
5,012
Q4 2024 Reduced 3.0%
$1.11B
$322,000 0.17% of portfolio
25,129
Q3 2024 Added 0.4%
$255B
$280,000 0.15% of portfolio
1,274
Q4 2024 Added 22.97%
$22.5B
$283,000 0.15% of portfolio
2,532
Q3 2024 Reduced 2.88%
$158B
$261,000 0.14% of portfolio
1,156
Q4 2024 Reduced 4.15%
$201B
$258,000 0.14% of portfolio
2,603
Q4 2024 Added 0.08%
$327B
$244,000 0.13% of portfolio
1,376
Q3 2024 Reduced 4.11%
$220B
$245,000 0.13% of portfolio
2,203
Q4 2024 Reduced 4.34%
$264B
$249,000 0.13% of portfolio
493
Q4 2024 Added 8.83%
$26.7B
$224,000 0.12% of portfolio
1,859
Q4 2024 Added 0.76%
$40.1B
$227,000 0.12% of portfolio
4,600
Q4 2024 Added 0.02%
$218B
$214,000 0.11% of portfolio
740
Q4 2024 Added 2.78%
$116B
$177,000 0.09% of portfolio
1,790
Q4 2024 New
$44.7B
$123,000 0.07% of portfolio
12,523
Q4 2024 Added 5.06%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $186 Million
  • Prior Value $175 Million
  • Filing
  • Period Q4 2024
  • Filing Date March 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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